Winthrop Capital Management’s Philip Morris PM Stock Holding History

Winthrop Capital Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$115K	Hold	633	–	–	0.03%	142
2026 Q1	$105K	Hold	633	–	–	0.03%	145
2025 Q4	$102K	Buy	633 +27	+4%	+$4.18K	0.02%	156
2025 Q3	$98K	Hold	606	–	–	0.02%	145
2025 Q2	$110K	Buy	606 +39	+7%	+$6.7K	0.03%	150
2025 Q1	$90K	Hold	567	–	–	0.02%	144
2024 Q4	$68K	Buy	+567	New	+$71.5K	0.02%	161
2024 Q1	–	Sell	-524	Closed	-$49.3K	–	258
2023 Q4	$49.3K	Buy	+524	New	+$48.3K	0.02%	163

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winthrop Capital Management's PM Position: Q2 2026 in Review

Winthrop Capital Management held its Philip Morris (PM) position steady in Q2 2026 at 633 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #142.

Winthrop Capital Management first reported a position in PM in Q4 2023 and has held it in 8 quarters since. 2,934 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Winthrop Capital Management held 633 shares of Philip Morris worth $115K as of Q2 2026.
Winthrop Capital Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.03% of Winthrop Capital Management's portfolio in Q2 2026, its #142 holding.
Winthrop Capital Management first reported a position in Philip Morris in Q4 2023 and has held it in 8 quarters since.
2,934 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.